Issuing Supplier Performance Assessments

Peter Campbell Updated by Peter Campbell

Supplier Performance Review

The intent of this assessment template is to allow you to review your suppliers against 10 key aspects of performance to give an overview of how well they are performing for you in the reporting period specified within the assessment. The Supplier Performance Management dashboard can then be used to view this in the context of other suppliers, or can be restricted to the individual supplier to see your satisfaction with their performance over time.

KPI Performance Review

The intent of this assessment template is to allow you to edit and save copies for different KPIs and different Contracts/Suppliers and still have them visible in the Supplier Performance analytics dashboard. There are instructions for how the assessment should be edited and filled out in the shipped assessment template in the system.

SLA Performance Review

The intent of this assessment template is to allow you to edit and save copies for different SLAs and different Contracts/Suppliers and still have them visible in the Supplier Performance analytics dashboard. There are instructions for how the assessment should be edited and filled out in the shipped assessment template in the system.

Issuing a Performance Review

For a performance assessment, navigate to the Assessments tab of the supplier record.

Select + Internal assessment.

All available assessments will be displayed, select the + icon next to all assessments that need to be generated.

In the Assessment templates to generate section enter a due date, assign a contact as to who should receive the assessment.

Select Generate and the assessments selected will be sent to the owner for completion. The supplier contact and internal owner of this assignment will both be notified via email.

Watch the below video to see how this works.

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